How to change the amount on a recurring gift schedule

My donor wants to increase (or decrease or change) their recurring gift schedule. How can I edit the recurring gift schedule amount?

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eTapestry

In order to adjust the installment amount on a Recurring Gift Schedule, we need to stop the existing schedule and start a new one. That way, we can track when the installment amount was edited.

Search for and open the donor's account.

Click on Journal in the header.

Click on the original Recurring Gift Schedule entry to open it.

Click on the Schedule Information tab on the right hand side.

Fill in today's date for the Stop Date.

Click Save And Edit at the bottom of the page. (Tip: Nothing will "change" on the screen. A copy of the ending old Recurring Gift Schedule will save in the background on the Journal with the End Date. Proceed with editing the Recurring Gift Schedule on the screen to create the new one.)

Click on the Schedule Information tab on the right hand side.

A New Start Date field will now be available; fill in the date of the next date you'd like a Recurring Gift to process for the donor.

Enter in the new Installment Amount.

Click Save And Go To Journal at the bottom.

Review the Journal to find two Recurring Gift Schedules listed: the old one from step 6 (with a Stop Date) and the new one from steps 7 through 10.